Author
@adam_tooze adam_tooze
grade Ax.com/adam_tooze ↗
Economic historian threading macro events through long-run history and capital-flow mechanics
Publishes original macro commentary and frameworks linking c
trader score
·
hit rate
·
mean α
·
signals 14d
12
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +1.6% since posting (mean over 1 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @adam_tooze | · | Promotes chartbook on China shock 2.0 and financial repression implications for Europe. | · | tweet ↗ |
| 2026-07-01 | · | @adam_tooze | · | Macro framework on China, Europe greentech, and AI capital barriers. | · | tweet ↗ |
| 2026-07-01 | · | @adam_tooze | · | Newsletter framing AI boom and Chinese financial barriers as world economy theme. | · | tweet ↗ |
| 2026-06-30 | · | @adam_tooze | · | States frontier markets face nasty rates despite no wider spreads. | · | tweet ↗ |
| 2026-06-28 | · | @adam_tooze | · | Discusses broader Germany/Europe case but without standalone investment signal. | · | tweet ↗ |
| 2026-06-28 | · | @adam_tooze | · | Frames issue as sectoral industrial policy rather than exchange-rate issue. | · | tweet ↗ |
| 2026-06-28 | · | @adam_tooze | · | Discusses China Shock 2.0 to Europe and whether data supports a sectoral view. | · | tweet ↗ |
| 2026-06-28 | · | @adam_tooze | · | Long-form macro frame on China shock 2.0, mercantilism and Germany. | · | tweet ↗ |
| 2026-06-27 | JPM | @adam_tooze | +0.30 | Highlights JP Morgan as distinct from Wall Street using FT source. | +1.6% | tweet ↗ |
| 2026-06-26 | · | @adam_tooze | · | Frames data-center boom as a third inflation wave and questions AI productivity timing. | · | tweet ↗ |
| 2026-06-23 | · | @adam_tooze | · | Says stock market is about to digest a lot of new equity, citing Bloomberg. | · | tweet ↗ |
| 2026-06-19 | · | @adam_tooze | · | States about three quarters of China's manufacturing production is sold domestically. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.